The Expenses feature in SimpleClinic allows you to record basic business expenses directly within the platform. Expenses can be entered manually and then viewed in an expenses report, providing a simple way to track costs associated with running your clinic.



On this page: 

  • Important Information
  • Create an Expense
  • Reporting


Important Information

  • This feature is designed for basic expense tracking and reporting within SimpleClinic. For full accounting and reconciliation, most clinics use their external accounting software, e.g. Xero. See these articles for Xero Integration.
  • Expenses do not transfer to Xero using the integration, and need to be added to Xero manually. 



Create an Expense


Step 1. Go to Expenses from the left hand main menu -> select Add New


Step 2. Add the following: 

  • Biller name
  • Supplier Reference -> e.g. invoice number 
  • Category -> can use existing or add new by typing in as below. 
  • Amount
  • Taxable -> tick for yes, leave blank for no. 
  • GST amount -> will autopopulate 
  • Date Due
  • Date Paid
  • Notes -> optional field 
  • Attached file -> e.g. of invoice to be paid (only one file can be uploaded in PNG, JPG or PDF) 



Reporting


Step 3. Go to the Report centre -> select Expense Reports -> to generate an Expense Report which can be exported as required.